Financial Analyst and Investor Course: Financial Analyst & Investor Course
Get ready for your exam by enrolling in our comprehensive training course. This course includes a full set of instructional videos designed to equip you with in-depth knowledge essential for passing the certification exam with flying colors.
$14.99 / $24.99
Course Introduction & How to Take this Course
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1. Please Find Attached Your Portfolio Dashboard & 7 Steps to Modeling Spreadsheets1m 19s
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2. Introduction and How to Take this Course13m 3s
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3. What Are the Major Differences Between the Different Financial Analyst Roles?11m 28s
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4. What Are the Pros and Cons of Working as a Financial Analyst?3m 32s
Optional Exercise: Decide What Financial Analyst Role Interests You the Most
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1. How to Take this Survey to Determine What Financial Analyst Role You Might Enjoy3m 23s
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2. Practice Activity Results Analysis3m 26s
Global Macroeconomics + How the World of Finance Works + Excel Part 1/4: The IMF
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1. Introduction to Global Economics (What, Why & How of this Section)4m 39s
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2. The International Monetary Fund, GDP and Why this Matters to Financial Analysts4m 50s
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3. Excel Exercise #1: Analyzing IMF GDP Data5m 33s
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4. Answers to Excel Exercise #1: Part 1 of 3 (Answers to Questions 1 through 12)20m
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5. Answers to Excel Exercise #1: Part 2 of 3 (Answers to Questions 13 through 16)19m 46s
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6. Answers to Excel Exercise #1: Part 3 of 3 (Answers to Questions 17 through 20)18m 58s
Global Economics & Excel Part 2/4: The World Bank and Inflation
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1. The World Bank as Another Great Data Resource for Financial Analysts2m 26s
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2. Excel Exercise #2: Analyzing World Bank Inflation Data1m 3s
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3. Answers to the Excel Exercise #25m 11s
Global Econ. & Excel Part 3/4: Currencies, Monetary Policy and Interest Rates
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1. How+ Why Do Interest Rates Change & Why this is Important for Financial Analysts19m 17s
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2. Understanding Currency Movements and Monetary Policy16m 56s
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3. Excel Exercise #3: Analyzing Data from the Bureau of Labor and Statistics46s
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4. Answers to the Excel Exercise #310m 40s
Global Econ. +Excel Part 4/4: Fiscal Policy, WTO, Monopolies, Bitcoin & More
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1. Fiscal Policy and Economic Stimulation13m 46s
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2. The World Trade Organization as Another Great Resource for Financial Analysts1m 45s
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3. Monopolies & Oligopolies are the Best Investments2m 10s
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4. Side Note: Is Bitcoin the Largest Threat to National Monetary Policy Security?4m
Foundations & Introducing "Portfolio Management, Investment & Excel Dashboard!"
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1. Finance Foundations Introduction1m 42s
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2. Quick Accounting Review and the Shark Virtual Reality IPO? : )1m 40s
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3. Attached is Your 7 Step Template for Creating Financials, Models and Valuations!4m 9s
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4. What are Growth and Value Investors and Why this is Important to Your Success5m 14s
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5. What Financial Statements & Valuation Methods Matter Most to Which Analysts?3m 55s
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6. Excel Exercise #4: Formatting the Portfolio Dashboard1m 38s
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7. Answers to Excel Exercise #4: Part 1 of 2 (Answers to Questions 1 through 5)8m 55s
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8. Answers to Excel Exercise #4: Part 2 of 2 (Answers to Questions 5 through 10)15m 6s
Investment Banking Part 1: Introduction, Mergers & Acquisitions and the IPO
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1. What is Investment Banking and How Does it Work?11m 47s
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2. Deliverables that Investment Bankers Create8m 35s
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3. The IPO (Initial Public Offering) and the NDSR (Non Deal Roadshow)9m 4s
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4. Introduction to Investment Banking Modeling, Mergers & Acquisitions & Valuation19m 10s
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5. Coming up with M&A (Mergers & Acquisitions) Ideas4m 45s
Investment Banking Part 2: Getting Hired, Promoted, Pros & Cons and Much More
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1. How to Get Promoted in Investment Banking7m 8s
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2. 7 Amazing Interview Tips for Investment Banking (or ANY Financial Analyst) Jobs19m 23s
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3. How to "Manage Up" in Investment Banking and Financial Services in General3m 42s
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4. The Pros and Cons of Working in Investment Banking4m 11s
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5. Investment Banking Politics to Be Aware of3m 51s
Stock Markets + Portfolio Management: Part 1: Learn by Doing Excel Exercises
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1. Excel Exercise #5: Stock Market Index,Valuation, Earnings+Conditional Formatting4m 6s
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2. Answers to Excel Exercise #5: Part 1 of 3 (Answers to Questions 1 through 6)18m 49s
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3. Answers to Excel Exercise #5: Part 2 of 3 (Answers to Questions 7 through 9)20m 11s
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4. Answers to Excel Exercise #5: Part 3 of 3 (Answers to Questions 10 through 12)13m 42s
Stock Markets + Portfolio Management: Part 2: Learn by Doing Excel Exercises
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1. Exercise #6: Stock Sector Analysis, Risk Management, Data Feeds & Data Analysis2m
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2. Answers to Excel Exercise #6: Part 1 of 4 (Answers to Questions 1 through 6)17m 25s
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3. Answers to Excel Exercise #6: Part 2 of 4 (Answers to Questions 7 through 8)12m 5s
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4. Answers to Excel Exercise #6: Part 3 of 4 (Answer to Question 9)16m 30s
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5. Answers to Excel Exercise #6: Part 4 of 4 (Answer to Question 10)4m 27s
Stock Markets + Portfolio Management: Part 3: Learn by Doing Excel Exercises
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1. Exercise #7: Introduction to the INCREDIBLE Yahoo Finance "A.P.I.!"4m 15s
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2. Answers to Excel Exercise #7: Part 1 of 3 (Answers to Questions 1 and 2)16m 44s
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3. Answers to Excel Exercise #7: Part 2 of 3 (Answer to Question 3)12m 39s
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4. Answers to Excel Exercise #7: Part 3 of 3 (Answers to Questions 4 and 5)6m 12s
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5. Side Note: It Shouldn't Be About $, But Here is What an Analyst Makes4m 52s
Stock Markets + Portfolio Management: Part 4: Learn by Doing Excel Exercises
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1. Excel Exercise #8: Introduction: FX Exchange, Spinners, Check-boxes and More!2m 17s
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2. Answers to Excel Exercise #8: Part 1 of 3 (Answers to Questions 1 through 7)9m 40s
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3. Answers to Excel Exercise #8: Part 2 of 3 (Answer to Question 8)6m 6s
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4. Answers to Excel Exercise #8: Part 3 of 3 (Answers to Questions 9 and 10)14m 31s
Creating Your Portfolio Management & Investment Analysis Excel Dashboard Part 1
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1. Exercise #9: Intro: VLOOKUP for Sector Drivers, Sector and Stock Risk Exposure1m 47s
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2. Answers to Excel Exercise #9: Part 1 of 3 (Answers to Questions 1 and 2)17m 51s
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3. Answers to Excel Exercise #9: Part 2 of 3 (Answers to Questions 3 through 7)15m 48s
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4. Answers to Excel Exercise #9: Part 3 of 3 (Answers to Questions 8 through 10)5m 1s
Creating Your Portfolio Management & Investment Analysis Excel Dashboard Part 2
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1. Exercise #10: Intro: Beta/Alpha+ More Portfolio/Risk Management Dashboard Topics3m 34s
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2. Answers to Excel Exercise #10: Part 1 of 4 (Answers to Questions 1 through 5)18m 21s
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3. Answers to Excel Exercise #10: Part 2 of 4 (Answers to Questions 6 through 8)14m 19s
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4. Answers to Excel Exercise #10: Part 3 of 4 (Answers to Questions 9 and 10)20m 18s
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5. Answers to Excel Exercise #10: Part 4 of 4 (Answers to Questions 11 through 17)18m 44s
"Sell Side" Equity Research Part 1: What is it + How they Research Investments
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1. What is the Sell Side and How Does it Work?9m 1s
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2. The Relationship Between the "Sell Side" and the"Buy Side"5m 27s
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3. Coming Up with Sell Side Research Ratings6m 34s
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4. How to Create a Detailed Investment Research Report (22 Page Template Attached)9m 13s
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5. Earnings Reports (What Are they and How to Write them)7m 58s
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6. How to Pitch Investments Ideas to the Buy Side (to Hedge and Mutual Funds)2m 42s
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7. Modeling for Sell Side Analysts2m 2s
"Sell Side" Equity Research Part 2: Getting Promoted, Hired, Politics & More
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1. How to Get Promoted in Sell Side Equity Research4m
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2. 7 Things You Must Do to Get Hired as a Financial Analyst in Equity Research1m 52s
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3. How to Manage Up in Equity Research5m 51s
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4. The Pros and Cons of Being an Equity Research Analyst3m 45s
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5. Equity Sell Side Research Politics to Be Aware of2m 18s
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6. A Day in the Life of a Sell Side Analyst5m 1s
Surprise Compliance Emergency Lecture (Please take Compliance Very Seriously)
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1. Side Note: Important Compliance Topics3m 20s
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2. Please Be Careful and Always Compliant3m 51s
Venture Capital Part 1: Introduction, Coming Up with Ideas + Beating Other VCs
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1. Venture Capital Overview11m 43s
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2. How Do You Find GREAT Venture Capital Ideas?4m 5s
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3. Pitching VC Ideas to the Partner You Work For17m 48s
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4. How Do You Win Deals in Venture Capital Over Other Firms?6m 13s
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5. How to Create Financial Models in the Venture Capital Sector5m 43s
Venture Capital Part 2: Getting Promoted, Hired, Pros & Cons, Politics in VC etc
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1. How to Get Promoted to Partner at a VC Firm3m 30s
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2. How to Get Hired at a VC Firm4m 5s
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3. How to Manage Up at a VC Firm2m 1s
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4. Venture Capital Pros and Cons3m 40s
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5. Politics at a VC Firm2m 9s
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6. Venture Capital a Day in the Life5m 12s
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7. Side Note: 10 Meetings Best Practices3m 44s
"Buy Side" Part 1: Hedge Funds & Short Positions (Opposite of Owning a Stock)
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1. Hedge Funds Introduction & How Does a Short Work (Opposite of Owning a Stock)9m 12s
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2. A Day in the Life of a Hedge Fund Analyst4m 39s
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3. Pros and Cons of Working at a Hedge Fund2m 9s
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4. Other Hedge Fund Strategies (Event Driven, Computer Trading etc.)4m 49s
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5. Side Note: You Need MANY Mentors if You Want a Promotion!2m 39s
"Buy Side" Part 2: Mutual Funds (Longer Term Investing, Unlike Most Hedgies)
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1. Mutual Funds Introduction & How Do they Work?6m 9s
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2. A Day in the Life of a Mutual Fund Analyst2m 13s
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3. Pros and Cons of Working at a Mutual Fund2m 56s
"Buy Side" Part 3: What is a Buy Side Research Process?
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1. Research Process Introduction2m 37s
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2. 8 Step Research Process7m 56s
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3. Completing an Investment Idea Template5m 12s
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4. Differences Between the Research Process at a Hedge Fund and at a Mutual Fun1m 23s
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5. Interviewing Management as Part of the Investment Research Process8m 25s
"Buy Side" Part 4: Catalysts (Meaning the Reason to Invest as Timing is Crucial)
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1. What is an Investment Catalyst and Why is it Important?1m 10s
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2. Catalysts for Hedge Funds5m 17s
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3. Catalysts for Mutual Funds4m 26s
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4. Side Note: More Details on the Quarterly Earnings Call3m 55s
"Buy Side" Part 5: Coming Up with Hedge Fund (Shorter-Term) Investment Ideas
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1. Introduction to Coming Up with Hedge Fund Long (Buy) and Short Ideas.1m 11s
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2. Top Down Versus Bottoms Up Hedge Fund Investment Ideas & Themes6m 3s
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3. How to Create and Pitch Hedge Fund Long Ideas4m 58s
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4. How to Create and Pitch Hedge Fund Short Ideas + Exercise6m 38s
Trading Technical Analysis and Trader (and Other) Financial Analyst Roles
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1. Analyzing Technicals and Stop Losses14m 26s
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2. Introduction to Traders and 9 Other Financial Analyst Roles2m 32s
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3. Salestrader Financial Analyst Role (Part of an Investment Bank)1m 4s
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4. Salestrader Pros and Cons2m 10s
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5. Salestrader Day in the Life3m 26s
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6. Sell Side Trader Financial Analyst Role (Part of an Investment Bank)5m 5s
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7. Sell Side Trader Pros and Cons1m 45s
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8. Sell Side Trader Day in the Life3m 12s
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9. Buy Side Trader (@ a Hedge Fund or Mutual Fund) Financial Analyst Role Overview2m 2s
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10. Buy Side Trader Pros and Cons2m 44s
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11. Buy Side Trader Day in the Life4m 2s
"Buy Side" Part 6: Coming Up with Mutual Fund (Longer Term) Investment Ideas
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1. Introduction to Coming Up with Mutual Fund Long (Buy) Ideas.1m 25s
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2. How to Create and Pitch Mutual Fund Long (Buy) Ideas10m 31s
"Buy Side" Part 7: Buy Side Interview
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1. Getting Hired as a Mutual Fund Analyst: 9 GREAT Strategies5m 46s
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2. Getting Hired as a Hedge Fund Analyst9m 48s
"Buy Side" Part 8: Keeping Your Boss (Portfolio Manager) Happy @ a Hedge Fund
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1. How to Manage Up (Yep - Your Boss Who is the Portfolio Manager)3m 35s
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2. Politics in Hedge Funds to Be Aware of3m 34s
"Buy Side" Part 9: Keeping Your Boss (Portfolio Manager) Happy at a Mutual Fund
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1. How to Manage Up (Yep - Your Boss Who is the Portfolio Manager)3m 28s
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2. Politics in Mutual Funds to Be Aware of1m 54s
"Buy Side" Part 10: Beta & Getting Promoted from Analyst to Port. M. @Hedge fund
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1. What is the Role of a Hedge Fund Portfolio Manager?15m 1s
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2. How to Get Promoted from Analyst to Portfolio Manager Part 1 of 21m 54s
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3. How to Get Promoted from Analyst to Portfolio Manager Part 2 of 214m 17s
"Buy Side" Part 11: Getting Promoted from Analyst to PM @ Mutual Fund
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1. What is the Role of a Mutual Fund Portfolio Manager?4m 52s
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2. How to Get Promoted from Analyst to Portfolio Manager at a Mutual Fund5m 56s
Equity Sales Financial Analyst Role (Part of an Investment Bank)
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1. Equity Sales Overview2m 17s
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2. Equity Sales Pros and Cons2m 53s
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3. Equity Sales Day in the Life5m 50s
Equity Capital Markets (ECM) Financial Analyst Role (Part of an Investment Bank)
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1. Equity Capital Markets (ECM) Overview1m 6s
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2. Equity Capital Markets (ECM) Pros and Cons1m 58s
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3. Equity Capital Markets (ECM) Day in the Life5m 8s
Computer / Artificial Intelligence Financial Analyst Role
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1. Computer / Artificial Intelligence Overview1m 10s
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2. Computer / Artificial Intelligence Pros and Cons3m 30s
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3. Computer / Artificial Intelligence Day in the Life4m 11s
Private Equity Financial Analyst Role
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1. Private Equity Overview1m 35s
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2. Private Equity Day in the Life3m 42s
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3. Private Equity Pros and Cons....AND A SURPRISE!3m 2s
Private Wealth Management
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1. Private Wealth Management Overview42s
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2. Private Wealth Management Pros and Cons1m 37s
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3. Private Wealth Management Day in the Life2m 42s
Large Non-Finance Company Financial Analyst Role
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1. Financial Analyst at a Large Non Finance Company Overview1m 20s
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2. Financial Analyst at a Large Non Finance Company Pros and Cons1m 20s
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3. Financial Analyst at a Large Non Finance Company Day in the Life2m 29s
Introduction to Creating Financials, Modeling and Valuing Companies
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1. Introducing Your "7 Step Financial Statement + Modeling + Valuation Template"6m 52s
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2. Step 1: Financial Modeling Best Practices5m 23s
Forecasting Revenue and Case Study #1: Projecting Shark VR’s Revenue
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1. Step 2: Forecasting Revenue (How to Use the Step 2 Excel Tab)17m 14s
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2. Case Study #1: Helping Shark Virtual Reality with Revenue Modeling12m 34s
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3. Answers to Case Study #1: Helping Shark Virtual Reality with Revenue Modeling14m 8s
Intro to the Income Statement & Case #2: Making Shark VR’s Income Statement
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1. Why is the Income Statement Important & How Can It Help You Achieve Your Goals3m 11s
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2. Income Statement Explanation3m 57s
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3. Income Statement Example and Analysis8m 47s
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4. Step 3: Income Statement (How to Use the Step 3 Excel Tab)20m 51s
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5. Case Study #2: Helping Shark Virtual Reality with the Income Statement5m 14s
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6. Answers to Case Study #2: Helping Shark Virtual Reality with Revenue Modeling12m 19s
Intro to the Balance Sheet & Case #3: Making Shark VR’s Balance Sheet
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1. Why is the Balance Sheet Important & How Can It Help You Achieve Your Goals1m 12s
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2. Balance Sheet Explanation2m 4s
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3. Balance Sheet Example and Analysis8m 39s
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4. Step 4: Balance Sheet (How to Use the Step 4 Excel Tab)7m 42s
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5. Case Study #3: Helping Shark Virtual Reality with the Balance Sheet3m 8s
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6. Answer to Case Study #3: Helping Shark Virtual Reality with the Balance Sheet6m 31s
Intro to the Cash Flow Statement & Case #4: Making Shark VR’s CF Statement
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1. Why is the Cash Flow Statement Important+How Can It Help You Achieve Your Goals1m 54s
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2. Cash Flow Statement Explanation2m 7s
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3. Cash Flow Statement Example and Analysis6m 33s
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4. Step 5: Cash Flow Statement (How to Use the Step 5 Excel Tab)9m 4s
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5. Case Study #4: Helping Shark Virtual Reality with the Cash Flow Statement1m 39s
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6. Answer to Case Study #4: Helping Shark VR with the Cash Flow Statement1m 55s
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7. Financial Statement Analysis Conclusion (How All 3 Statements Are Related)2m 19s
Financial Model Data Sources and Financial Models
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1. Why is Financial Modeling Important & How Can It Help You Achieve Your Goals2m 15s
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2. You Already Know How to Model! : )1m 23s
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3. Model Data Source #1 of 3: SEC.gov7m 21s
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4. Model Data Source #2 of 3: Investor Relations (Also Called "I.R.")11m 11s
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5. Model Data Source #3 of 3: Yahoo Finance5m 25s
Intro to Valuation (for All Types of Investors, including Growth & Value I
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1. Introduction to Valuation1m 16s
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2. More Detail on Growth Versus Value and P/E + P/R + DCF Overview5m 14s
Valuation Using DCF & Case #6: Valuing Shark VR Using DCF
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1. What is DCF, Why is it Important and How Does it Work?6m 18s
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2. Calculating the Terminal Value2m 43s
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3. Calculating the Weighted Average Cost of Capital (WACC)6m 16s
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4. DCF Example7m 45s
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5. Step 6: DCF Valuation (How to Use the Step 6 Excel Tab)17m 8s
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6. Case Study #6: Valuation Using DCF for Shark Virtual Reality24s
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7. Answer to Case Study #6: Valuation Using DCF for Shark Virtual Reality2m 42s
Valuation Using Price/Revenue (P/R) & Case #7: Valuing Shark VR Using P/R
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1. What is Price / Revenue and Why Do We Need to Base a Target Price on this Ratio?1m 59s
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2. Price to Revenue Example1m 44s
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3. Step 7: Other Valuations (How to Use the Step 7 Excel Tab)8m 33s
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4. Case Study #7: Valuation Using P/R for Shark Virtual Reality3m 6s
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5. Answer to Case Study #7: Valuation Using P/R for Shark Virtual Reality1m 39s
Valuation Using P/E, Other Ways to Value Firms & Case #8: Valuing S
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1. Introduction to P/E and Why it Matters2m 46s
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2. Case Study #8: Valuation Using P/E for Shark Virtual Reality1m 10s
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3. Answer to Case Study #8: Valuation Using P/E for Shark Virtual Reality1m 4s
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4. Additional Valuation Methodologies1m 44s
The IPO of Shark Virtual Reality Part 2: Valuing Shark VR & HOW DID THE DEAL DO?
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1. Discussing of the Shark Virtual Reality IPO (Continues in the Next Lecture)14m 50s
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2. ...Additional Shark VR IPO Discussion and Who is this "Shark?"9m 21s
How Hedge Funds & Mutual Funds Model and Value Shark VR (Case #9 and #10)
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1. How Hedge Funds Create Financial Models and Target Prices58s
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2. Case Study #9: Hedge Fund Valuation and Modeling of Shark Virtual Reality1m 12s
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3. Answer to Case Study #9: Hedge Fund Valuation and Modeling of Shark VR1m 34s
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4. How Mutual Funds Create Financial Models and Target Prices2m 50s
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5. Case Study #10: Mutual Fund Valuation and Modeling of Shark VR1m 17s
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6. Answer to Case Study #10: Mutual Fund Valuation and Modeling of Shark VR1m 25s
Ethics & Compliance (Stay Out of Jail)
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1. Compliance is CRUCIAL for all Financial Analysts10m 41s
